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FSA Wealth Management’s Southern Company SO Stock Holding History

FSA Wealth Management’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$275K Hold
2,900
– – 0.1% 45
2025
Q2 		$266K Buy
2,900
+88
+3% +$7.9K 0.1% 44
2025
Q1 		$259K Hold
2,812
– – 0.11% 45
2024
Q4 		$231K Hold
2,812
– – 0.09% 46
2024
Q3 		$254K Buy
+2,812
New +$240K 0.1% 44
2024
Q1 		$202K Hold
2,812
– – 0.09% 52
2023
Q4 		$197K Buy
+2,812
New +$193K 0.09% 48
2023
Q1 		– Sell
-2,837
Closed -$203K – 45
2022
Q4 		$203K Buy
+2,837
New +$190K 0.12% 45
2022
Q2 		– Sell
-3,774
Closed -$259K – 45
2022
Q1 		$259K Hold
3,774
– – 0.15% 37
2021
Q4 		$259K Sell
3,774
-256
-6% -$16.3K 0.15% 37
2021
Q3 		$250K Buy
4,030
+500
+14% +$32.2K 0.16% 39
2021
Q2 		$214K Hold
3,530
– – 0.13% 41
2021
Q1 		$219K Sell
3,530
-110
-3% -$6.59K 0.15% 40
2020
Q4 		$224K Sell
3,640
-398
-10% -$23.9K 0.11% 52
2020
Q3 		$219K Buy
4,038
+5
+0.1% +$267 0.14% 47
2020
Q2 		$209K Buy
4,033
+4
+0.1% +$222 0.14% 47
2020
Q1 		$218K Buy
4,029
+4
+0.1% +$253 0.18% 40
2019
Q4 		$256K Buy
+4,025
New +$249K 0.18% 41

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

FSA Wealth Management's SO Position: Q3 2025 in Review

FSA Wealth Management held its Southern Company (SO) position steady in Q3 2025 at 2,900 shares worth $275K. The position accounts for 0.1% of the portfolio, ranked #45.

FSA Wealth Management first reported a position in SO in Q4 2019 and has held it in 18 quarters since. 2,216 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • FSA Wealth Management held 2,900 shares of Southern Company worth $275K as of Q3 2025.
  • FSA Wealth Management left its Southern Company share count unchanged in Q3 2025.
  • Southern Company made up 0.1% of FSA Wealth Management's portfolio in Q3 2025, its #45 holding.
  • FSA Wealth Management first reported a position in Southern Company in Q4 2019 and has held it in 18 quarters since.
  • 2,216 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.